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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,338 | $178,174+35.5% | $156,181+54.5% | $137,256+75.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 15.63% | 84.19%-68.6pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $753 | $4,972-84.9% | $4,294-82.5% | $4,156-81.9% |
| Participant deferral / active EE | $12,160 | $6,888+76.5% | $6,132+98.3% | $6,407+89.8% |
| Admin fee / account holder | $23,373 | $17,404+34.3% | $14,586+60.2% | $12,270+90.5% |